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Notis

Move new Agile CRM leads into CentralStationCRM

Send lead details to Notis and have a ready-to-follow-up contact created in CentralStationCRM.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create People

Create a person record with contact details and other associated attributes.

Why this helps

Copying lead details between CRMs adds busywork and leaves prospects waiting for follow-up.

  • Create a person with nested details in one action.
  • Reduce manual re-entry when a lead arrives.
  • Keep incoming lead information together for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and CentralStationCRM once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to create a CentralStationCRM person from each incoming Agile CRM lead payload.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Send one real lead payload to the webhook and check the created person.

Questions about this workflow

How does this workflow start?

It starts when a request containing lead details reaches the Notis webhook. Agile CRM does not provide a listed trigger event for this workflow.

What happens to the lead details?

Notis uses the information present in the incoming payload to create a person with nested attributes in CentralStationCRM.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Centralstationcrm. A trigger fires from one place; an action lands in another.

Agile CRM triggers

Centralstationcrm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Connection

Checks whether the API connection is active.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Count Activities

Retrieve the activity count for a record, account, or user.

ActionInstant

Count Attachments

Retrieve the total number and combined file size of attachments.

ActionInstant

Create Deal

Creates a new sales deal.

ActionInstant

Count Avatars

Retrieve the total number and combined storage size of avatars.

ActionInstant

Count Companies External Emails

Count external emails associated with a company.

ActionInstant

Create Person Address

Adds an address to a person’s record.

ActionInstant

Count Deals External Emails

Count external emails associated with a deal.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Centralstationcrm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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